白银有色 2024 年半年度报告剖析

基础金属	铜电解铜铜精矿铜管铜棒废铜铜排铜合金精铜杆再生铜杆铜板带铝铝土矿氧化铝电解铝铝辅料铝棒铝合金锭废铝铝杆铝型材铝板卷铅铅精矿铅锭铅蓄电池再生精铅还原铅废铅蓄电池铅合金锌锌精矿电解锌锌合金氧化锌锌粉锡锡精矿锡锭锡材镁
稀有金属	稀土稀土矿稀土氧化物稀土金属钕铁硼稀散金属锑铋铟锗镓硒钽锆贵金属白银钨钨精矿 APT(仲钨酸铵)钨粉碳化钨钨酸钠钨条钨铁钨材钼钼精矿工业氧化钼钼铁钼化工高纯三氧化钼钼金属钛钛精矿钛渣四氯化钛海绵钛钛金属钛白粉硒
新能源	锂锂矿锂化合物金属锂镍镍矿镍铁精炼镍镍盐高冰镍 MHP 钴电解钴钴粉氯化钴四氧化三钴硫酸钴钴中间品氧化钴碳酸钴钴酸锂锰锰矿电解锰电池级硫酸锰锂电正负极三元前驱体磷酸铁正极材料石油焦针状焦包覆沥青人造石墨硅碳负极硅氧负极硅

基础金属

铜电解铜铜精矿铜管铜棒废铜铜排铜合金精铜杆再生铜杆铜板带铝铝土矿氧化铝电解铝铝辅料铝棒铝合金锭废铝铝杆铝型材铝板卷铅铅精矿铅锭铅蓄电池再生精铅还原铅废铅蓄电池铅合金锌锌精矿电解锌锌合金氧化锌锌粉锡锡精矿锡锭锡材镁

稀有金属

稀土稀土矿稀土氧化物稀土金属钕铁硼 稀散金属锑铋铟锗镓硒钽锆 贵金属白银钨钨精矿 APT(仲钨酸铵)钨粉碳化钨钨酸钠钨条钨铁钨材钼钼精矿工业氧化钼钼铁钼化工高纯三氧化钼钼金属钛钛精矿钛渣四氯化钛海绵钛钛金属钛白粉硒

新能源

锂锂矿锂化合物金属锂镍镍矿镍铁精炼镍镍盐高冰镍 MHP 钴电解钴钴粉氯化钴四氧化三钴硫酸钴钴中间品氧化钴碳酸钴钴酸锂锰锰矿电解锰电池级硫酸锰 锂电正负极三元前驱体磷酸铁正极材料石油焦针状焦包覆沥青人造石墨硅碳负极硅氧负极硅

白银有色 2024 年半年度报告剖析

2025-01-14 10:16:11 来源：北方有色网责任编辑：管理员

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在矿业领域竞争日益激烈的格局下，白银有色于 8 月 30 日揭晓的 2024 年半年度报告犹如一份成绩单，为市场呈现出公司上半年的运营全貌，诸多亮点与关键信息值得深度挖掘。

一、整体业绩表现亮眼

营收增长势头强劲：公司实现营业收入 525.96 亿元，同比增幅达 11.09%，这一成绩在行业内颇为瞩目。背后的驱动因素主要源于销量的稳步攀升以及市场价格的上扬趋势，二者协同发力，为营收增长注入源源不断的动力，彰显出公司产品在市场上的竞争力与适应性。

盈利实现扭亏为盈：归母净利润 1233.73 万元，扣非净利润 1393.21 万元，双双同比扭亏，这是公司经营状况改善的有力佐证。历经市场磨砺与内部优化调整，白银有色成功摆脱亏损困境，踏上盈利增长轨道，为后续可持续发展筑牢根基。

现金流充沛稳健：经营活动产生的现金流量净额高达 9.83 亿元，同比激增 788.84%，宛如公司运营的 “血液” 加速循环，为日常生产、研发投入、债务偿还等诸多环节提供坚实资金保障，极大增强了公司的抗风险能力与发展韧性。

股东回报初显成效：基本每股收益为 0.002 元，加权平均净资产收益率达 0.08%，虽数值尚小，但在扭亏背景下已现向好端倪，为股东回报开启新起点，有望随着业绩持续提升给予投资者更为丰厚的回报。

二、分产品业绩洞察

阴极铜：营收支柱地位稳固：作为主营业务的核心产品，阴极铜收入 328.44 亿元，占据营业收入的 62.45%，同比增长 9.72%。其增长既得益于全球基建、电力等行业对铜材需求的刚性支撑，也反映出公司在阴极铜生产工艺优化、成本控制、市场拓展等方面的卓越成效，持续巩固行业领先地位。

锌锭：稳定贡献营收份额：锌锭收入 70.26 亿元，占比 13.36%，虽不及阴极铜亮眼，但在公司营收版图中稳扎稳打。鉴于锌在镀锌、压铸等领域应用广泛，公司依托稳定的生产供应能力，在锌锭市场分羹，为整体业绩添砖加瓦。

黄金：异军突起增速迅猛：黄金收入 29.56 亿元，同比呈现惊人的 1417.87% 增长，占营业收入 5.62%。这一爆发式增长一方面受国际黄金市场价格波动上扬影响，另一方面也凸显公司在黄金开采、冶炼、销售环节精准把握市场机遇，优化产品结构，有望成为新的业绩增长极。

综合来看，白银有色 2024 年上半年成绩斐然，凭借多产品协同发力与精准市场策略，在矿业赛道加速前行。但同时也需关注市场动态变化、成本管控持续优化等问题，以延续良好发展态势，向着更高目标迈进。

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白银有色 2024 年半年度报告剖析

一、整体业绩表现亮眼

股东回报初显成效：基本每股收益为 0.002 元，加权平均净资产收益率达 0.08%，虽数值尚小，但在扭亏背景下已现向好端倪，为股东回报开启新起点，有望随着业绩持续提升给予投资者更为丰厚的回报。

二、分产品业绩洞察

锌锭：稳定贡献营收份额：锌锭收入 70.26 亿元，占比 13.36%，虽不及阴极铜亮眼，但在公司营收版图中稳扎稳打。鉴于锌在镀锌、压铸等领域应用广泛，公司依托稳定的生产供应能力，在锌锭市场分羹，为整体业绩添砖加瓦。

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